Data / Investment advisers / Pennsylvania / Allegheny Financial Group
Allegheny Financial Group, Pittsburgh, PA: $5.6 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Allegheny Financial Group is an SEC registered investment adviser with its main office in Pittsburgh, Pennsylvania and reports $5.6 billion in regulatory assets under management in its Form ADV filed October 23, 2026. Its clients include high net worth individuals, individuals and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 13 private funds.
The request: Watch Allegheny Financial Group (CRD number 104690): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 104690
- SEC file number
- 801-12566
- SEC status
- Approved, effective January 17, 1977
- Main office
- Stone Quarry Crossing 811 Camp Horne Road, Suite 100, Pittsburgh, PA 15237
- Phone
- (412) 367-3880
- Regulatory AUM
- $5,593,591,868 in the Form ADV filed October 23, 2026
- Discretionary AUM
- $5,472,954,953
- Non discretionary AUM
- $120,636,915
- Accounts
- 14,030
- Employees
- 103, of which 28 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Private funds
- 13: 6 hedge funds, 6 private equity funds, 1 real estate fund
- Gross assets of private funds
- $176,792,523
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1,337 | $4.50 billion |
| Individuals (other than high net worth individuals) | 2,583 | $802.9 million |
| Pooled investment vehicles | 13 | $155.6 million |
| Corporations or other businesses | 13 | $72.6 million |
| Charitable organizations | 20 | $47.3 million |
| Pension and profit sharing plans | 5 | $16.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $5.59 billion | March 31, 2026 |
| December 1, 2025 | $4.90 billion | August 20, 2025 |
Other advisers in Pittsburgh
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Federated Investment Counseling | Pittsburgh | $207.21 billion | 3 | adviserinfo.sec.gov |
| PNC Wealth Management | Pittsburgh | $30.27 billion | Not listed | adviserinfo.sec.gov |
| Federated Equity Management Company of Pennsylvania | Pittsburgh | $14.25 billion | Not listed | adviserinfo.sec.gov |
| Greycourt & Co., Inc. | Pittsburgh | $6.61 billion | Not listed | adviserinfo.sec.gov |
| Incline Equity Partners | Pittsburgh | $5.96 billion | 32 | adviserinfo.sec.gov |
| Schneider Downs Wealth Management Advisors, LP | Pittsburgh | $3.31 billion | Not listed | adviserinfo.sec.gov |
| Staley Capital Advisers Inc | Pittsburgh | $3.11 billion | 1 | adviserinfo.sec.gov |
| PNC Steel City Advisors, LLC | Pittsburgh | $2.72 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pittsburgh, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Allegheny Financial Group on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.